Glacier Investment Management
Firm details
- Headquarters
- Kalispell, Montana
- CRD number
- 289129
- Website
- www.glacierinvestment.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals53.44%
- HNWI24.83%
- Pension & Profit Sharing Plans21.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Glacier Investment Management is an independently owned registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships, and it bills clients via a mix of asset-based fees and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Glacier reports it is not a multi-state adviser and does not characterize itself as an active ESG investor; it also does not operate as a capital allocator to external managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
David Wigginton
PresidentCRD 5091745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kalispell, MT
Flathead
Location
Kalispell, MT
Headquartered in Kalispell, MT, in the West of the United States.
- Region
- West
- County
- Flathead
- Address
- 509 1st Ave W
- Time zone
- MT (UTC-7)
- Office locations
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